Hi everyone, I was wondering if you could help me by answering a couple of questions that I have. First I would like to tell you why I am asking. What I am trying to do is to better understand the people that I serve, so I can do a better job for them. I am a Financial Planner and I specialize in working with nurses and caregiver in and around my area. The reason why I am posting this on this form is because I thought I would just ask you, the people that are in the same profession and have similar concerns as most of my clients.
What I am looking to do is get a better understanding of the goals and concerns of my clients and future clients. I want to make sure that I am giving them the services that they need and want. I do receive a lot of feedback from my present clientele but I’m looking for a broader perspective. So I thought I would pose a couple of questions to you. Here is just a couple to start with.
What are your retirement goals or how do you see your retirement years?
What do most worry about when you think about retiring?
Please feel free to make any comments or ask me any questions. I would like to thank you for your time and please be assured that I will not contact you in any manner.
Quint
2 Posts
Hi everyone, I was wondering if you could help me by answering a couple of questions that I have. First I would like to tell you why I am asking. What I am trying to do is to better understand the people that I serve, so I can do a better job for them. I am a Financial Planner and I specialize in working with nurses and caregiver in and around my area. The reason why I am posting this on this form is because I thought I would just ask you, the people that are in the same profession and have similar concerns as most of my clients.
What I am looking to do is get a better understanding of the goals and concerns of my clients and future clients. I want to make sure that I am giving them the services that they need and want. I do receive a lot of feedback from my present clientele but I’m looking for a broader perspective. So I thought I would pose a couple of questions to you. Here is just a couple to start with.
Please feel free to make any comments or ask me any questions. I would like to thank you for your time and please be assured that I will not contact you in any manner.